KWM

Koa Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 13.32%
This Quarter Est. Return
1 Year Est. Return
+13.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$990K
3
+$934K
4
QCOM icon
Qualcomm
QCOM
+$384K
5
HALO icon
Halozyme
HALO
+$379K

Top Sells

1
+$1.66M
2
+$1.01M
3
+$715K
4
STNE icon
StoneCo
STNE
+$699K
5
BN icon
Brookfield
BN
+$356K

Sector Composition

1 Financials 23.74%
2 Technology 17.23%
3 Healthcare 10.14%
4 Consumer Discretionary 8.93%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-665
52
– –
-5,000
53
– –
-16,960
1 2
3